| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Gerlach Novem Group | 19,681 | $950,905.86 | $1.03M | $78,213.63 | 8.23% |
Timothy Low Forte Asset Management LLC | 54,894 | $2.01M | $2.86M | $848,564.44 | 42.25% |
Amanda Hawley Atria Wealth Solutions Inc. | 16,419 | $852,802.86 | $852,310.29 | -$492.57 | -0.06% |
Michael Stulic Astoria Portfolio Advisors LLC | 63,891 | $3.14M | $3.34M | $206,778.78 | 6.59% |
| TL Tradewinds LLC Tradewinds LLC | 238,571 | $12.37M | $12.46M | $88,271.27 | 0.71% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 5,704 | $276,095.38 | $297,064.32 | $20,968.94 | 7.59% |
Rodrigo Diaz Plan Group Financial LLC | 91,225 | $4.54M | $4.77M | $230,677.98 | 5.09% |
Samuel Pressley Ridgepath Capital Management LLC | 4,000 | $210,560 | $208,020 | -$2,540 | -1.21% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,255 | $106,668.96 | $118,229.65 | $11,560.69 | 10.84% |
Lukas Lindgren Abound Wealth Management | 170 | $7,809.62 | $8,824.7 | $1,015.08 | 13% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 109,456 | $4.84M | $5.76M | $916,798.11 | 18.93% |
Bert D. Barre Colonial Trust Co. / SC | 791 | $30,113.37 | $41,171.55 | $11,058.18 | 36.72% |
Daniel Guy Ethos Financial Group LLC | 10,705 | $534,695.93 | $559,871.5 | $25,175.57 | 4.71% |
Morgan Carter RFP Financial Group LLC | 8,289 | $327,001.8 | $430,820.77 | $103,818.97 | 31.75% |
Loni Adams Daymark Wealth Partners LLC | 26,018 | $1.35M | $1.36M | $18,362.93 | 1.36% |
Nolan Langford Left Brain Wealth Management LLC | 149,437 | $5.89M | $7.77M | $1.88M | 31.89% |
Michael Snyder Beaumont Financial Advisors LLC | 10,595 | $533,889.45 | $554,224.45 | $20,335 | 3.81% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 12,706 | $659,060.22 | $661,410.83 | $2,350.61 | 0.36% |
| RFS Retirement Financial Solutions LLC Retirement Financial Solutions LLC | 14,342 | $665,736.17 | $745,855.71 | $80,119.54 | 12.03% |
Scott Register Register Financial Advisors LLC | 10,256 | $464,265.51 | $536,183.68 | $71,918.17 | 15.49% |